New York Life Investment Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.84M | Buy |
59,019
+429
| +0.7% | +$42.5K | 0.05% | 300 |
|
|
2025
Q1 | $6.05M | Sell |
58,590
-624
| -1% | -$64.4K | 0.06% | 282 |
|
|
2024
Q4 | $5.48M | Sell |
59,214
-88
| -0.1% | -$8.15K | 0.05% | 302 |
|
|
2024
Q3 | $6.16M | Sell |
59,302
-2,394
| -4% | -$249K | 0.06% | 292 |
|
|
2024
Q2 | $5.94M | Buy |
61,696
+457
| +0.7% | +$44K | 0.06% | 284 |
|
|
2024
Q1 | $6.08M | Sell |
61,239
-2,655
| -4% | -$264K | 0.06% | 283 |
|
|
2023
Q4 | $5.72M | Buy |
63,894
+62
| +0.1% | +$5.55K | 0.06% | 291 |
|
|
2023
Q3 | $5.13M | Sell |
63,832
-648
| -1% | -$52K | 0.06% | 303 |
|
|
2023
Q2 | $5.74M | Sell |
64,480
-594
| -0.9% | -$52.9K | 0.06% | 289 |
|
|
2023
Q1 | $5.49M | Sell |
65,074
-40,539
| -38% | -$3.42M | 0.06% | 307 |
|
|
2022
Q4 | $8.27M | Sell |
105,613
-1,492
| -1% | -$117K | 0.09% | 228 |
|
|
2022
Q3 | $6.83M | Sell |
107,105
-2,742
| -2% | -$175K | 0.08% | 245 |
|
|
2022
Q2 | $7.76M | Buy |
+109,847
| New | +$7.76M | 0.09% | 234 |
|